... period. Therefore, for the first ORSA Report to be submitted to IA in 2021, insurers should adopt the methodology in the third QIS as the benchmarked regulatory capital requirements. (See paragraph 11.3) 8. Relief measures in early years of implementation of the Guideline To respond to insurers’ comments...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/cir_20190103.pdf -
Date: 2019-11-29
... insurers and licensed insurance intermediaries to which this Guideline applies may require time to update their documentation, controls and processes to align with the requirements in this Guideline. A transitional period of 12 months from the Effective Date (i.e. from 23 September 2019 to 22 September...
https://www.ia.org.hk/english/legislative_framework/files/GL25_English.pdf -
Date: 2020-09-24
... insurers and licensed insurance intermediaries to which this Guideline applies may require time to update their documentation, controls and processes to align with the requirements in this Guideline. A transitional period of 12 months from the Effective Date (i.e. from 23 September 2019 to 22 September...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/OFFERING_Gifts.pdf -
Date: 2020-06-24
... insurers and licensed insurance intermediaries to which this Guideline applies may require time to update their documentation, controls and processes to align with the requirements in this Guideline. A transitional period of 12 months from the Effective Date (i.e. from 23 September 2019 to 22 September...
https://www.ia.org.hk/english/legislative_framework/circulars/reg_matters/files/GL25.pdf -
Date: 2019-11-29
... hours 持續專業 培訓時數 Current Approval Period 現行 審批期限 Target Participant 培訓對象 Contact 聯絡方法 80/02/98 FWD Life Insurance Company (Bermuda) Limited IIQE Paper 5: Investment-linked Long Term Insurance 保險中介人素質保證計劃卷五: 投資相連長期保險 * No 14 9 Apr 2020 - 8 Apr 2021 Public 公眾人士 + Others: Business Partners Ms Ng Siu Kuen...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/List_of_Approved_T1_CPD_adopting_VC.pdf -
Date: 2021-05-06
... Hong Kong immediately before 1 January 2000 and is in possession of one of the following: (a) proven relevant experience in insurance business in Hong Kong for a cumulative period of at least five years within the six-year period immediately before 1 January 2000; or (b) the Certificate of Proficiency...
https://www.ia.org.hk/english/supervision/reg_ins_intermediaries/files/GuidelineonMininumRequirementsforInsuranceBrokers.pdf -
Date: 2020-06-16
... Hong Kong immediately before 1 January 2000 and is in possession of one of the following: (a) proven relevant experience in insurance business in Hong Kong for a cumulative period of at least five years within the six-year period immediately before 1 January 2000; or (b) the Certificate of Proficiency...
https://www.ia.org.hk/english/legislative_framework/files/guideline_on_mininum_requirements_for_insurance_brokers_eng.pdf -
Date: 2020-09-24
...: A minimum total premium of HK$180,000 and minimum payment period of five years; A minimum annuity period of 10 years; Annuitization at the age of 50 or above; and Fulfilment of the following disclosure requirements...
https://www.ia.org.hk/english/qualifying_deferred_annuity_policy/faqs.html -
Date: 2020-07-22
... remaining $9,000. Provide the insurer with up-to-date information in a timely manner Policyholders should notify their insurer when they move home or make a structural change to the building during the policy period. Any changes, such as interior decoration of an insured property, may...
https://www.ia.org.hk/english/home_insurance/points_to_note_when_buying_home_insurance_and_making_claims.html -
Date: 2024-01-18
... example, there are Guidelines issued in relation to long-term products on the subject of financial needs analysis, cooling off period, investment linked assurance scheme products, gifts and policy replacement. All these Guidelines have specific requirements with which licensed insurance agents must comply...
https://www.ia.org.hk/english/infocenter/files/Consultation_Conclusions_Agents_Code_Eng.pdf -
Date: 2019-09-03